Aug 3 -7 Marco Data Impacting Asia

07 Aug

Aug 3 -7 Marco Data Impacting Asia

We get most countries PMI data this week, other notable events are the US jobs report, China Trade data, Taiwan's Trade Data, BoE Rate Decision. Also US ISM data, Japan Household Spending and European Construction PMI data.

Earnings season continues but with the big Tech names having reported it will be the other sectors in focus.

Covid still overhangs the market and traders will be looking for news on the talks about the next US stimulus package. Gold still in focus as it looks to break new highs.

Monday 3 August
AIG, Clorox, Cirrus Logic, KLA, Rambus, Virgin Galactica, Take-Two Interactive, Mosaic, Vornado, Eastman Chemical, Leggett and Platt, Hyatt Hotels, McKesson, Tyson Foods, Tenet Healthcare, Ingersoll-Rand, Marathon Petroleum, HSBC

JAPAN GDP Data (Growth Rate, Annualised, Cap Ex, Ex Demand, Private Consumption, Price Index), Manufacturing PMI.
S KOREA Manufacturing PMI
TAIWAN Manufacturing PMI
CHINA Manufacturing PMI
HONG KONG No data due
EUROZONE Manufacturing PMI
GERMANY Manufacturing PMI
FRANCE Manufacturing PMI, New Car Registrations
UK Manufacturing PMI
USA Manufacturing PMI, ISM Manufacturing Data (Prices, New Orders, Employment, Manufacturing PMI) Construction Spending, Total Vehicle Sales.

Tuesday 4 August
Walt Disney Co, Sony, Bayer, BP, Diageo, KKR, AMC Networks, Exelon, Incyte, Cyberark Software, Allegheny Tech, Vulcan Materials, Activision Blizzard, BioMarin Pharmaceutical, Boingo Wireless, Devon Energy, Ethan Allen, Western Union, Planet Fitness, Monster Beverage, Allstate, Pioneer Natural Resources, Owens-Illinois, Gartner

JAPAN Tokyo Core CPI
S KOREA Inflation Rate
TAIWAN No data due
CHINA No data due
HONG KONG No data due
GERMANY No data due
FRANCE Budget Balance
UK No data due
USA Redbook, ISM New York, Factory Orders, IBD/TIPP Economic Optimism, Factory Orders Ex Transport, API Crude Oil Stocks.

Wednesday 5 August
Wayfair, New York Times, Sempra Energy, Square, Zynga, Fitbit, AmerisourceBergen, Capri Holdings, BorgWarner, Regeneron Pharmaceuticals, Humana, Allianz, Cedar Fair, Tanger Factory Outlet, Marathon Oil, Etsy, Olin, Iamgold, Noble Corp, Wendy’s, CF Industries, CenturyLink, Varian Medical, Copa Holdings, American Water Works

JAPAN Services and Composite PMI
S KOREA Foreign Exchange Reserves
TAIWAN Foreign Exchange Reserves
CHINA Caixin Services and Composite PMI
EUROZONE Services and Composite PMI, Retail Sales
GERMANY Services and Composite PMI
FRANCE Services and Composite PMI, Retail Sales
UK Services and Composite PMI, New Car Sales
USA MBA Mortgage Applications and 30 year Mortgage Rate, ADP Employment Change, Balance of Trade, Treasury Refunding Announcement, Exports, Imports, Services and Composite PMI, ISM Non Manufacturing Data (Business Activity, Prices, New Orders, Employment, PMI), EIA Oil Report,

Thursday 6 August
Bristol-Myers Squibb, News Corp, ViacomCBS, Cardinal Health, Mylan,Mylan, Booking Holdings, Uber Technologies, First Solar, Zillow, Cushman and Wakefield, Datadog, Dropbox, Murphy Oil, Hilton Worldwide, Papa John’s, Zoetis, Sealed Air, Ball Corp, AXA, ING, Adidas, Siemens, Nintendo, Toyota

JAPAN Foreign Bond and Stock Investment
S KOREA Current Account
TAIWAN Inflation Rate, Wholesale Prices
CHINA No data due
HONG KONG No data due
EUROZONE Construction PMI
GERMANY Factory Orders, Construction PMI
FRANCE Construction PMI
UK BoE Interest Rate Decision, Construction PMI
USA Challenger Job Cuts, Initial Claims (and 4 week average), EIA Natural Gas Report,

Friday 7 August
Noble Energy, Virtu Financial, Berkshire Hathaway

JAPAN Household Spending, Average Cash Earnings, Foreign Exchange Reserves, Coincident Index Prelim, Leading Economic Index Prelim
S KOREA No data due
TAIWAN Balance of Trade, Exports, Imports
CHINA Balance of Trade, Exports, Imports, Foreign Exchange Reserves
HONG KONG Foreign Exchange Reserves
EUROZONE No data due
GERMANY Balance of Trade, Exports, Imports, Industrial Production, Current Account
FRANCE Balance of Trade, Industrial Production, Non Farm Payrolls, Current Account
UK Halifax House Price Index
USA Non Farm Payrolls, Average Hourly Earnings, Average Weekly Hours, Participation  Rate, Wholesale Inventories, Baker Hughes Oil Rig Count, Consumer Credit Change

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